Superior Planning, LLC’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Superior Planning, LLC’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$522K	Buy	+17,174	New	+$517K	0.22%	98

Other funds holding BUFD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $898M AUM 10.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Superior Planning, LLC's BUFD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2026: 17,174 shares worth $522K. The stake represents 0.22% of the portfolio and ranks #98 among its holdings.

164 funds tracked by Wall St. Rank hold BUFD as of Q3 2026.

Superior Planning, LLC held 17,174 shares of FT Vest Fund of Deep Buffer ETFs worth $522K as of Q3 2026.
FT Vest Fund of Deep Buffer ETFs was a new Superior Planning, LLC position in Q3 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.22% of Superior Planning, LLC's portfolio in Q3 2026, its #98 holding.
164 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.